Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q2 2021
Institutional positions in Bank of America Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,495
- +43 vs. Q1 2021
- Shares held
- 6.06B
- −49.6M (−0.8%) vs. Q1 2021
- Total value
- $249.6B
- +$13.5B (+5.7%) vs. Q1 2021
- New holders
- 160
- 1,031 more added
- Sold out
- 117
- 1,012 more reduced
27 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 9,624 | $397.0K | 0.00% | −19,061−66.4% | Reduced |
| Univest Financial Corp | 9,569 | $395.0K | 0.11% | −1,055−9.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 10,412 | $395.0K | 0.23% | +30.0% | Added |
| Clear Creek Financial Management, LLC | 9,589 | $395.0K | 0.06% | +9,589 | New |
| Keebeck Alpha, LP | 9,562 | $394.0K | 0.14% | −1,536−13.8% | Reduced |
| Glen Eagle Advisors, LLC | 9,543 | $393.5K | 0.12% | −622−6.1% | Reduced |
| Certified Advisory Corp | 9,521 | $393.0K | 0.10% | +33+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 9,502 | $392.0K | 0.01% | +100+1.1% | Added |
| Johnson Financial Group, Inc. | 9,469 | $390.0K | 0.03% | −259−2.7% | Reduced |
| WoodTrust Financial Corp | 9,460 | $390.0K | 0.10% | +2,175+29.9% | Added |
| Family Management Corp | 9,461 | $390.0K | 0.10% | +9,461 | New |
| Shepherd Kaplan Krochuk, LLC | 9,400 | $388.0K | 0.14% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 9,413 | $388.0K | 0.08% | +40.0% | Added |
| Patten Group, Inc. | 9,411 | $388.0K | 0.11% | +1,063+12.7% | Added |
| PRW Wealth Management LLC | 9,411 | $388.0K | 0.11% | +9,411 | New |
| Pennsylvania Capital Management Inc | 9,668 | $387.0K | 0.19% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 9,386 | $387.0K | 0.13% | −97−1.0% | Reduced |
| Affinity Capital Advisors, LLC | 9,298 | $383.0K | 0.13% | +505+5.7% | Added |
| Sage Mountain Advisors LLC | 9,268 | $382.0K | 0.06% | +3,049+49.0% | Added |
| Blossom Wealth Management | 9,257 | $382.0K | 2.87% | +4,080+78.8% | Added |
| Quattro Financial Advisors LLC | 10,000 | $380.0K | 0.10% | −31,690−76.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,183 | $379.0K | 0.17% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 9,171 | $378.0K | 0.06% | +57+0.6% | Added |
| Well Done, LLC | 9,169 | $378.0K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9,175 | $378.0K | 0.26% | 00.0% | Unchanged |
| McAdam, LLC | 9,722 | $376.0K | 0.04% | +356+3.8% | Added |
| Peachtree Investment Partners, LLC | 9,083 | $375.0K | 0.18% | +134+1.5% | Added |
| Alliance Wealth Management Group | 9,080 | $374.0K | 0.12% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,051 | $373.0K | 0.18% | +19+0.2% | Added |
| Weather Gauge Advisory, LLC | 9,025 | $372.0K | 0.43% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,026 | $372.0K | 0.04% | +340+3.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,027 | $372.0K | 0.15% | +577+6.8% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 9,070 | $371.0K | 0.05% | −492−5.1% | Reduced |
| Bellevue Asset Management, LLC | 9,010 | $371.0K | 0.23% | −150−1.6% | Reduced |
| Hardy Reed LLC | 8,997 | $371.0K | 0.07% | −25−0.3% | Reduced |
| Mather Group, LLC. | 8,968 | $370.0K | 0.01% | +283+3.3% | Added |
| Cypress Capital Management LLC | 8,960 | $369.0K | 0.05% | −510−5.4% | Reduced |
| Financial Management Professionals, Inc. | 8,935 | $368.0K | 0.09% | +672+8.1% | Added |
| Delta Investment Management, LLC | 8,895 | $367.0K | 0.11% | +20.0% | Added |
| Security Asset Management | 8,881 | $366.0K | 0.14% | +10+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 8,862 | $365.0K | 0.04% | +1,232+16.1% | Added |
| Gryphon Financial Partners LLC | 10,700 | $364.0K | 0.09% | +1,598+17.6% | Added |
| Cape Cod Five Cents Savings Bank | 8,835 | $364.0K | 0.04% | −150−1.7% | Reduced |
| United Asset Strategies, Inc. | 8,782 | $362.0K | 0.05% | −103,037−92.1% | Reduced |
| JCIC Asset Management Inc. | 7,073 | $362.0K | 0.09% | +40+0.6% | Added |
| BSW Wealth Partners | 8,751 | $361.0K | 0.10% | +652+8.1% | Added |
| Smith, Moore & Co. | 8,713 | $359.0K | 0.05% | +20.0% | Added |
| Maltin Wealth Management, Inc. | 8,696 | $359.0K | 0.22% | +45+0.5% | Added |
| Triumph Capital Management | 9,242 | $359.0K | 0.21% | +9,242 | New |
| Texas Capital Bank Wealth Management Services Inc | 8,688 | $358.0K | 0.04% | −4,898−36.1% | Reduced |
| Hendershot Investments Inc. | 8,659 | $357.0K | 0.08% | 00.0% | Unchanged |
| Corundum Group, Inc. | 8,649 | $357.0K | 0.23% | +184+2.2% | Added |
| Boltwood Capital Management | 8,654 | $357.0K | 0.15% | +412+5.0% | Added |
| New England Professional Planning Group Inc. | 8,495 | $356.0K | 0.21% | −978−10.3% | Reduced |
| First Bank & Trust | 8,639 | $356.0K | 0.17% | +464+5.7% | Added |
| Integrated Investment Consultants, LLC | 8,622 | $355.0K | 0.10% | +1,896+28.2% | Added |
| Americana Partners, LLC | 8,603 | $354.0K | 0.18% | 00.0% | Unchanged |
| MJP Associates Inc | 8,575 | $354.0K | 0.12% | +832+10.7% | Added |
| Ridgecrest Wealth Partners, LLC | 8,586 | $354.0K | 0.22% | +986+13.0% | Added |
| Beck Bode, LLC | 8,561 | $353.0K | 0.10% | −1,047−10.9% | Reduced |
| Hall Laurie J Trustee | 8,557 | $353.0K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,562 | $353.0K | 0.31% | +8,562 | New |
| Sanders Morris Harris LLC | 8,519 | $351.0K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 8,499 | $350.0K | 0.06% | −610−6.7% | Reduced |
| Grandfield & Dodd, LLC | 8,555 | $350.0K | 0.02% | −441−4.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 8,489 | $350.0K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 8,476 | $349.0K | 0.05% | +290+3.5% | Added |
| Flaharty Asset Management, LLC | 8,454 | $349.0K | 0.07% | +1,269+17.7% | Added |
| Hudson Value Partners, LLC | 8,448 | $348.0K | 0.19% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 8,417 | $347.0K | 0.05% | +156+1.9% | Added |
| SageGuard Financial Group, LLC | 8,397 | $346.0K | 0.16% | −3,909−31.8% | Reduced |
| Spotlight Asset Group, Inc. | 8,373 | $345.0K | 0.13% | −2,831−25.3% | Reduced |
| Private Management Group Inc | 8,372 | $345.0K | 0.02% | −14−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 8,360 | $345.0K | 0.22% | +1,300+18.4% | Added |
| Centerpoint Advisors, LLC | 8,302 | $342.0K | 0.16% | +894+12.1% | Added |
| Verus Financial Partners, Inc. | 9,057 | $341.0K | 0.05% | −117−1.3% | Reduced |
| Ocean Capital Management, LLC | 8,240 | $340.0K | 0.15% | −400−4.6% | Reduced |
| First Nebraska Trust Co | 8,215 | $338.7K | 0.04% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 8,193 | $338.0K | 0.10% | −900−9.9% | Reduced |
| Pflug Koory, LLC | 8,200 | $338.0K | 0.18% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8,174 | $337.0K | 0.05% | −2,647−24.5% | Reduced |
| Vivaldi Capital Management, LLC | 8,086 | $337.0K | 0.07% | −1,483−15.5% | Reduced |
| Sterneck Capital Management, LLC | 8,836 | $337.0K | 0.21% | −122−1.4% | Reduced |
| Select Asset Management & Trust | 8,188 | $337.0K | 0.19% | 00.0% | Unchanged |
| Narwhal Capital Management | 8,147 | $336.0K | 0.04% | +567+7.5% | Added |
| Corbett Road Capital Management, LLC | 8,137 | $335.0K | 0.59% | −1,160−12.5% | Reduced |
| WFA of San Diego, LLC | 8,096 | $334.0K | 0.26% | −410−4.8% | Reduced |
| Gray Wealth Management Inc. | 8,092 | $334.0K | 0.19% | +5+0.1% | Added |
| Johnson Financial Group, LLC | 8,095 | $334.0K | 0.06% | +8,095 | New |
| Arlington Partners LLC | 8,052 | $332.0K | 0.12% | −2,008−20.0% | Reduced |
| Prentice Wealth Management LLC | 8,058 | $332.0K | 0.17% | +2,369+41.6% | Added |
| United Bank | 8,026 | $331.0K | 0.04% | 00.0% | Unchanged |
| WMS Partners, LLC | 8,002 | $330.0K | 0.05% | −681−7.8% | Reduced |
| Trinity Legacy Partners, LLC | 8,285 | $330.0K | 0.12% | 00.0% | Unchanged |
| Tacita Capital Inc | 8,001 | $330.0K | 0.20% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 7,967 | $328.0K | 0.04% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 7,944 | $328.0K | 0.17% | +50+0.6% | Added |
| KCS Wealth Advisory | 7,925 | $327.0K | 0.15% | −7,106−47.3% | Reduced |
| Norway Savings Bank | 7,934 | $327.0K | 0.16% | −150−1.9% | Reduced |
| Chickasaw Capital Management LLC | 7,922 | $327.0K | 0.01% | 00.0% | Unchanged |